+209.1%
INTU vs NVS
+180.2%
+28.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -9.2% | -15.7% | +6.5% | -2.4% |
| 30D | -7.0% | -11.1% | +4.0% | -2.7% |
| 3M | +10.5% | -7.2% | +17.7% | +13.0% |
| 6M | -30.6% | -12.3% | -18.3% | -27.5% |
| YTD | -52.3% | +2.8% | -55.1% | -54.5% |
| 1Y | -51.8% | +11.9% | -63.7% | -56.3% |
| 3Y | -41.8% | +55.1% | -96.9% | -57.8% |
| 5Y | -42.8% | +94.1% | -136.9% | -65.1% |
| All | +209.1% | +180.2% | +28.9% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NVS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling